Elyssa Lockhart
Blended Family Planning [41min]

Date:

March 14, 2024

Course:

Advanced Wills and Estates for Paralegals 2024

Contributor(s):

Elyssa Lockhart

Legal Support Staff » Estate administration for LSS, Paralegals
Wills Estates and Trusts » Estate planning, Wills, Practice

Presentation Content:

Slides: Estate Planning for Blended Families

Corporate Asset Planning [29min]

Date:

March 14, 2024

Course:

Advanced Wills and Estates for Paralegals 2024

Contributor(s):

Elyssa Lockhart

Legal Support Staff » Estate administration for LSS, Paralegals
Wills Estates and Trusts » Devolution of assets, Estate planning, Wills, Practice

Presentation Content:

Slides: Corporate Succession Planning

Powers of Attorney and Representation Agreements [24min]

Date:

March 1, 2023

Course:

Wills and Estates Basics for Paralegals and Legal Support Staff 2023

Contributor(s):

Elyssa Lockhart

Legal Support Staff » Paralegals
Wills Estates and Trusts » Wills, Power of attorney, Representation agreement

Presentation Content:

Slides: Power of Attorney Basics

Testamentary Capacity and Undue Influence [26min] Ethics Time: 10min

Date:

March 1, 2023

Course:

Wills and Estates Basics for Paralegals and Legal Support Staff 2023

Contributor(s):

Elyssa Lockhart

Legal Support Staff » Paralegals
Wills Estates and Trusts » Adult guardianship, Elder care, Ethics, Professional Responsibility, Wills, Incapacity planning and capacity issues

Presentation Content:

Slides: Testamentary Capacity Basics

Blended Family and Corporate Asset Planning [1h 2min]

Date:

June 23, 2022

Course:

Advanced Wills & Estates for Paralegals and Legal Support Staff 2022

Contributor(s):

Elyssa Lockhart

Legal Support Staff » Estate administration for LSS, Paralegals
Wills Estates and Trusts » Devolution of assets, Estate planning, Tax issues, Trust planning, Wills, Practice

Presentation Content:

Slides: Estate Planning for Blended Families and Corporate Asset Succession - Blended Families

Testamentary Capacity and Undue Influence [34min] Ethics Time: 10min

Date:

April 26, 2021

Course:

Wills and Estates Basics for Paralegals and Legal Support Staff 2021

Contributor(s):

Elyssa Lockhart

Legal Support Staff » Estate administration for LSS
Wills Estates and Trusts » Adult guardianship, Client Relations, Elder care, Estate planning, Ethics, Professional Responsibility

Presentation Content:

Slides: Testamentary Capacity Basics

Powers of Attorney and Representation Agreements [22min]

Date:

April 26, 2021

Course:

Wills and Estates Basics for Paralegals and Legal Support Staff 2021

Contributor(s):

Elyssa Lockhart

Legal Support Staff » Estate administration for LSS
Wills Estates and Trusts » Estate planning, Executors and trustees, General, Wills

Presentation Content:

Slides: Power of Attorney Basics

Complicated Issues in Estate Planning [44min]

Date:

October 25, 2019

Course:

Advanced Wills and Estates for Paralegals and Legal Support Staff 2019

Contributor(s):

Elyssa Lockhart

Legal Support Staff » Estate administration for LSS
Wills Estates and Trusts » Administration application, Estate litigation, Estate planning, Tax issues, Trust planning, Wills

Presentation Content:

Paper: Complicated Issues in Estate Planning

Practice Panel and Case Law Update [29min]

Date:

October 25, 2019

Course:

Advanced Wills and Estates for Paralegals and Legal Support Staff 2019

Contributor(s):

Stacie Ayukawa

Elyssa Lockhart

Tjammie Overgaard

Braeden Rahn

Rose Shawlee

Legal Support Staff » Estate administration for LSS
Wills Estates and Trusts » Executors and trustees, General, Wills